Kathleen S. Wright Associates Inc. Dimensional ETF Tr U S Equity Transaction History

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 48,545 shares of DFUS stock, worth $3.24 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
48,545
Previous 44,065 10.17%
Holding current value
$3.24 Million
Previous $2.74 Million 12.99%
% of portfolio
1.28%
Previous 1.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$61.52 - $66.5 $275,609 - $297,920
4,480 Added 10.17%
48,545 $3.1 Million
Q3 2024

Oct 11, 2024
BUY
$56.04 - $62.2 $50,884 - $56,477
908 Added 2.1%
44,065 $2.74 Million
Q2 2024

Jul 17, 2024
BUY
$53.83 - $59.14 $1 Million - $1.1 Million
18,605 Added 75.78%
43,157 $2.54 Million
Q1 2024

Apr 17, 2024
BUY
$50.79 - $56.98 $725,128 - $813,503
14,277 Added 138.95%
24,552 $1.4 Million
Q4 2023

Jan 31, 2024
BUY
$44.51 - $52.0 $422,177 - $493,220
9,485 Added 1200.63%
10,275 $532,000
Q3 2023

Oct 20, 2023
BUY
$46.29 - $49.87 $36,569 - $39,397
790 New
790 $36,000

Others Institutions Holding DFUS

# of Institutions
722
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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